FWSM

First Wilshire Securities Management Portfolio holdings

AUM $398M
1-Year Est. Return 24.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
-$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$2.33M
2 +$1.18M
3 +$1.15M
4
VOLT
Volt Information Sciences, Inc.
VOLT
+$807K
5
CAMT icon
Camtek
CAMT
+$733K

Top Sells

1 +$3.38M
2 +$2.57M
3 +$2.39M
4
AGM icon
Federal Agricultural Mortgage
AGM
+$2.1M
5
TITN icon
Titan Machinery
TITN
+$2.09M

Sector Composition

1 Financials 24.82%
2 Industrials 21.65%
3 Materials 8.95%
4 Consumer Discretionary 8.49%
5 Utilities 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-667,315
127
-2,716